See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,020 | $148,534-81.8% | $135,903-80.1% | $139,434-80.6% |
| Participation rate | 30.0% | 83.9%-53.9pp | 81.9%-51.9pp | 80.3%-50.3pp |
| Annual return | 16.82% | 79.19%-62.4pp | 68.23%-51.4pp | 372.94%-356.1pp |
| Employer contribution / active EE | $1,197 | $5,243-77.2% | $4,856-75.3% | $4,751-74.8% |
| Participant deferral / active EE | $3,580 | $8,100-55.8% | $7,758-53.9% | $6,710-46.6% |
| Admin fee / account holder | $16,602 | $12,400+33.9% | $10,762+54.3% | $11,403+45.6% |